Mercer Capital Advisers’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-764
| Closed | -$29K | – | 176 |
|
|
2020
Q2 | $29K | Hold |
764
| – | – | 0.02% | 155 |
|
|
2020
Q1 | $28K | Sell |
764
-100
| -12% | -$3.67K | 0.02% | 149 |
|
|
2019
Q4 | $40K | Hold |
864
| – | – | 0.02% | 152 |
|
|
2019
Q3 | $42K | Hold |
864
| – | – | 0.03% | 155 |
|
|
2019
Q2 | $39K | Hold |
864
| – | – | 0.03% | 156 |
|
|
2019
Q1 | $39K | Hold |
864
| – | – | 0.03% | 157 |
|
|
2018
Q4 | $34K | Hold |
864
| – | – | 0.03% | 157 |
|
|
2018
Q3 | $34K | Hold |
864
| – | – | 0.02% | 159 |
|
|
2018
Q2 | $32K | Hold |
864
| – | – | 0.02% | 168 |
|
|
2018
Q1 | $31K | Hold |
864
| – | – | 0.02% | 169 |
|
|
2017
Q4 | $33K | Hold |
864
| – | – | 0.02% | 170 |
|
|
2017
Q3 | $33K | Hold |
864
| – | – | 0.02% | 177 |
|
|
2017
Q2 | $34K | Hold |
864
| – | – | 0.03% | 184 |
|
|
2017
Q1 | $31K | Sell |
864
-640
| -43% | -$23K | 0.02% | 189 |
|
|
2016
Q4 | $55K | Hold |
1,504
| – | – | 0.04% | 159 |
|
|
2016
Q3 | $54K | Hold |
1,504
| – | – | 0.04% | 165 |
|
|
2016
Q2 | $56K | Hold |
1,504
| – | – | 0.05% | 155 |
|
|
2016
Q1 | $58K | Hold |
1,504
| – | – | 0.05% | 145 |
|
|
2015
Q4 | $56K | Hold |
1,504
| – | – | 0.05% | 152 |
|
|
2015
Q3 | $52K | Sell |
1,504
-150
| -9% | -$5.19K | 0.05% | 156 |
|
|
2015
Q2 | $53K | Sell |
1,654
-50
| -3% | -$1.6K | 0.05% | 162 |
|
|
2015
Q1 | $58K | Hold |
1,704
| – | – | 0.05% | 157 |
|
|
2014
Q4 | $52K | Buy |
+1,704
| New | +$52K | 0.05% | 166 |
|